Institutional Ownership Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC). We have compiled data on the 2,688 institutions that hold shares in the stock, with a total of 2.25 Billion shares, which have been reported (via 13F filing form) to have a value of $178 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
12,773
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
12,744
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2024
Reduced 31.26%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
12,702
shares
|
$1 Million
0.14% of portfolio
|
Q3 2024
Reduced 16.58%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
12,658
shares
|
$1 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
12,611
shares
|
$997,530
0.1% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
12,595
shares
|
$996,264
0.2% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
12,580
shares
|
$995,077
0.0% of portfolio
|
Q3 2024
Reduced 25.03%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
12,527
shares
|
$990,885
0.23% of portfolio
|
Q1 2024
Reduced 5.29%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
12,516
shares
|
$990,015
0.43% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
12,510
shares
|
$989,540
0.03% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
12,506
shares
|
$989,224
0.09% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
12,484
shares
|
$987,484
0.07% of portfolio
|
Q4 2024
Reduced 75.35%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
12,460
shares
|
$985,585
0.51% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
12,433
shares
|
$983,450
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
12,428
shares
|
$983,054
0.77% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
12,405
shares
|
$981,235
0.09% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
12,400
shares
|
$980,839
0.09% of portfolio
|
Q4 2024
Added 15.8%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
12,350
shares
|
$976,884
0.41% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
12,277
shares
|
$971,110
0.19% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
12,253
shares
|
$969,212
0.17% of portfolio
|
Q4 2024
Reduced 68.67%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
12,231
shares
|
$967,472
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
12,201
shares
|
$965,099
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
12,165
shares
|
$962,251
0.19% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
12,159
shares
|
$961,776
0.02% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
12,082
shares
|
$955,686
0.25% of portfolio
|
Q1 2024
Reduced 12.09%
|